Search found 605 matches

by seajay
Mon Mar 31, 2025 7:20 am
Forum: Gold
Topic: The GOLD scream room
Replies: 3953
Views: 2653526

Re: The GOLD scream room

In 1980 gold was high, 2000 it was low. Plot a inflation adjusted chart for the price of gold since 1980 and recently its "up-there" (high). Much fear/concerns coupled with the realization that bitcoin isn't all it was thought it would be - isn't anonymous/safe (can't beat physical in-hand...
by seajay
Sat Mar 29, 2025 3:08 pm
Forum: Politics
Topic: Yet more (but not unexpected) amateur hour from Trump and his nothing but the best team!
Replies: 104
Views: 80544

Re: Yet more (but not unexpected) amateur hour from Trump and his nothing but the best team!

But be careful what you wish for. Good luck with Russia and China as your "friends." Too me it seems unwise to choose them because the U.S. president is rude. Trump talks about how he wants, even needs Greenland. Putin actually seizes territory. China is colonizing parts of Africa and the...
by seajay
Sat Mar 29, 2025 8:30 am
Forum: Politics
Topic: Yet more (but not unexpected) amateur hour from Trump and his nothing but the best team!
Replies: 104
Views: 80544

Re: Yet more (but not unexpected) amateur hour from Trump and his nothing but the best team!

I wonder if the NATO "attack against one is an attack against all" provisions contemplated the possibility that a NATO member could be the attacker? NATO is pretty much now a remnant, the EU+others will spend/develop their own independent umbrella. SWIFT will decline as the EU also aligns...
by seajay
Fri Mar 28, 2025 2:13 pm
Forum: Politics
Topic: Yet more (but not unexpected) amateur hour from Trump and his nothing but the best team!
Replies: 104
Views: 80544

Re: Yet more (but not unexpected) amateur hour from Trump and his nothing but the best team!

I actually don't mind a good attempt at shaking some things up. I wouldn't argue that quite a bit of the world has enjoyed a relatively benign environment thanks to the US taxpayer and military. As a result, many countries haven't taken their own security very seriously and have been able to freelo...
by seajay
Fri Mar 28, 2025 9:52 am
Forum: Gold
Topic: The GOLD scream room
Replies: 3953
Views: 2653526

Re: The GOLD scream room

... There's more gold vaulted in London ... London claimed 8,477 tonnes at the start of March. The LBMA doesn't offer any breakdown on how much of that is actually unencumbered and available to the market (not owned by ETFs, central banks, bullion banks, etc.). The LBMA's technical default with T+6...
by seajay
Fri Mar 28, 2025 9:18 am
Forum: Permanent Portfolio Discussion
Topic: Return Stacking Strategy Applied to HB-PP
Replies: 6
Views: 8074

Re: Return Stacking Strategy Applied to HB-PP

Deposit money in a bank and it becomes the banks money. Buy some shares and the stock register doesn't have your name recorded as a shareholder, its the brokers choice of entity/custodian whose name is registered. Buy Treasury's and you're lending to someone who has a money printing press and as suc...
by seajay
Thu Mar 27, 2025 3:37 pm
Forum: Politics
Topic: Tariffs a 'Back Breaker' for Global Auto Industry: Dan Ives
Replies: 5
Views: 7204

Re: Tariffs a 'Back Breaker' for Global Auto Industry: Dan Ives

ochotona wrote: Thu Mar 27, 2025 3:09 pm https://youtu.be/dFvx327UxDc?si=ZgZksiMvxlfLP09M

recession incoming... a bad one
Recession for one, a boom for another

100% Made in America
Image
by seajay
Thu Mar 27, 2025 12:35 pm
Forum: Permanent Portfolio Discussion
Topic: Return Stacking Strategy Applied to HB-PP
Replies: 6
Views: 8074

Re: Return Stacking Strategy Applied to HB-PP

Is that not just a form of leverage? 25/75 3x stock (SPXL)/gold (75% long stock/75% gold, 50% borrowed) instead of 1x stock (100% S&P500). A PP comprised of 6/44/25/25 3x stock/gold/TLT/T-Bills instead of 25% each in S&P500/gold/TLT/T-Bills Near-as no difference in risk/rewards https://www.p...
by seajay
Tue Mar 25, 2025 6:40 pm
Forum: Politics
Topic: Yet more (but not unexpected) amateur hour from Trump and his nothing but the best team!
Replies: 104
Views: 80544

Re: Yet more (but not unexpected) amateur hour from Trump and his nothing but the best team!

I’m an Anglophile and have dreamed of living in England every since I visited in ‘90-‘91. But, maybe I need to wait for the pendulum to swing back. Some city boroughs have social housing occupancy levels in excess of 70% by individuals that weren't born in England. Much of social care is being prov...
by seajay
Tue Mar 25, 2025 11:48 am
Forum: Politics
Topic: Yet more (but not unexpected) amateur hour from Trump and his nothing but the best team!
Replies: 104
Views: 80544

Re: Yet more (but not unexpected) amateur hour from Trump and his nothing but the best team!

Trump may have an okay economic team if they can just get the correct tariffs all squared away so we start making the important stuff at home again. It's an okay economic team if you like engendering an economic slowdown. (oh wait, Dear Leader forbids that word) It's an okay economic team if you li...
by seajay
Tue Mar 25, 2025 7:23 am
Forum: Politics
Topic: Yet more (but not unexpected) amateur hour from Trump and his nothing but the best team!
Replies: 104
Views: 80544

Re: Yet more (but not unexpected) amateur hour from Trump and his nothing but the best team!

Trump may have an okay economic team if they can just get the correct tariffs all squared away so we start making the important stuff at home again. It's an okay economic team if you like engendering an economic slowdown. (oh wait, Dear Leader forbids that word) It's an okay economic team if you li...
by seajay
Sun Mar 23, 2025 9:48 am
Forum: Politics
Topic: Yes America, Trump and Trumpism are here to stay
Replies: 39
Views: 26668

Re: Yes America, Trump and Trumpism are here to stay

His behavior has become more and more comic book like. Cognitive decline with age more often is dismissed with others just looking at each other and raising their eyebrows. As is repeatedly restating inaccuracies or changing with the wind. As a head of anything - not good https://i.ibb.co/Xr8p6LM7/...
by seajay
Sun Mar 23, 2025 4:50 am
Forum: Politics
Topic: Yes America, Trump and Trumpism are here to stay
Replies: 39
Views: 26668

Re: Yes America, Trump and Trumpism are here to stay

yankees60 wrote: Fri Mar 21, 2025 7:57 pmTrump in contrast is compelling viewing. I can NEVER turn off the TV when Trump is speaking.
Albeit indirectly, Putin bought Trumps properties for twice the market rate and as such Trump is indebted. Putin also makes long speeches that many seem compelled to intensely watch.
by seajay
Sun Mar 23, 2025 4:39 am
Forum: Gold
Topic: The GOLD scream room
Replies: 3953
Views: 2653526

Re: The GOLD scream room

"* Gold movements during the Civil War were a complicated business—more than Lincoln acknowledged and more than may interest the lay reader. From the time the shooting started, large volumes of metal left San Francisco for foreign ports, much of it ultimately reaching China and other countries...
by seajay
Wed Mar 19, 2025 5:37 am
Forum: Gold
Topic: The GOLD scream room
Replies: 3953
Views: 2653526

Re: The GOLD scream room

Thanks! I do check in now and then but I haven't posted in a while.... Anyway, no rebalancing yet. Sitting tight. Wondering what everyone else is doing? Monthly directed withdrawals has been enough (partial) rebalancing it itself for me (reducing the most-above target weighting at the time). As mig...
by seajay
Wed Mar 19, 2025 5:32 am
Forum: Politics
Topic: Yes America, Trump and Trumpism are here to stay
Replies: 39
Views: 26668

Re: Yes America, Trump and Trumpism are here to stay

Alienating allies, demising trust in NATO, subjugating the US to Russia ... interesting times. It would be nice if Trump washed more often rather than leaving all the evidence of his brown nosing Putin written all over his face (perhaps Putin insists, as a badge, that he does not wash) https://i.pos...
by seajay
Fri Mar 14, 2025 3:20 pm
Forum: Gold
Topic: The GOLD scream room
Replies: 3953
Views: 2653526

Re: The GOLD scream room

dualstow wrote: Fri Mar 14, 2025 10:44 am My Dad is texting me to congratulate me on the 3000. O0
Crickey. How old is your dad?
by seajay
Fri Mar 14, 2025 11:24 am
Forum: Permanent Portfolio Discussion
Topic: Bridgewater All Weather ETF
Replies: 42
Views: 24177

Re: Bridgewater All Weather ETF

Smith1776 wrote: Fri Mar 14, 2025 10:41 am Also nice to see some money is flowing in.

Launched last week at $50 million AUM. Currently at $53 million. O0
mathjak107 decided to throw some loose change into it?
by seajay
Mon Mar 10, 2025 2:03 pm
Forum: Politics
Topic: Putin Invades Ukraine II
Replies: 1386
Views: 1485288

Re: Putin Invades Ukraine II

How drone combat in Ukraine is changing warfare
https://youtu.be/dO9xh_1p1G4
Ukraine is now geared up and producing millions of them, I believe often with explosives provided by Russia in the way of repurposed land mines explosives.
by seajay
Mon Mar 10, 2025 1:46 pm
Forum: Gold
Topic: Crypto (IBIT) Vs. Gold (IAUM): Which Is The Better Hedge?
Replies: 4
Views: 10763

Re: Crypto (IBIT) Vs. Gold (IAUM): Which Is The Better Hedge?

I am Steven Cress, Head of Quantitative Strategies at Seeking Alpha. I manage the quant ratings and factor grades on stocks and ETFs in Seeking Alpha Premium. I also lead Alpha Picks, which selects the two most attractive stocks to buy each month, and also determines when to sell them. With over 30...
by seajay
Mon Mar 10, 2025 1:43 am
Forum: Cash
Topic: Trump says he has directed US Treasury to stop minting new pennies, citing rising cost
Replies: 42
Views: 29300

Re: Trump says he has directed US Treasury to stop minting new pennies, citing rising cost

Copper pennies are no longer (solid) copper. Silver and gold coins - worth their weight are no longer common currency. Bank deposits are no longer a service to secure your money but are you lending to the bank, often at relatively low rates of interest. Even stock shares are more commonly not regist...
by seajay
Mon Mar 10, 2025 1:18 am
Forum: Cash
Topic: Trump says he has directed US Treasury to stop minting new pennies, citing rising cost
Replies: 42
Views: 29300

Re: Trump says he has directed US Treasury to stop minting new pennies, citing rising cost

😂 Is there really a difference? It’s ok, you’re safe. In the UK you won’t get a visit from the Met unless you complain about Muslims. The younger generations have accepted loss of freedoms, are all too willing to sell their soul in return for 'free' Google/social media/whatever services. Be monitor...
by seajay
Mon Mar 10, 2025 12:56 am
Forum: Variable Portfolio Discussion
Topic: ex-US stocks rising
Replies: 34
Views: 34024

Re: ex-US stocks rising

I think the stock/bond/cash portions of the PP should be in the market of whatever economy the investor's expenses are in. This is easy for the US investor. Could be less easy for investors in countries that don't have a large stock market. For larger stocks with international business/exposure it ...
by seajay
Sat Mar 08, 2025 12:18 pm
Forum: Cash
Topic: Trump says he has directed US Treasury to stop minting new pennies, citing rising cost
Replies: 42
Views: 29300

Re: Trump says he has directed US Treasury to stop minting new pennies, citing rising cost

I was saddened to see the former assassination attempts upon Trump. Now after he's withdrawn intelligence sharing support for Ukraine that Russia is exploiting massively to kill Ukrainian women/children I'm starting to regret that the attempts weren't successful. It’s funny- I’ve seen the same bloo...
by seajay
Sat Mar 08, 2025 12:12 pm
Forum: Variable Portfolio Discussion
Topic: BTC in the PP
Replies: 451
Views: 472767

Re: BTC in the PP

I don't know which economic regime that bitcoin can be expected to do well in: prosperity, recession, inflation, deflation? How can I place it in the PP if I cannot definitively answer that question? I sometimes hear bitcoin referred to as a form of "digital" gold. Other times I hear bitc...